Avaii Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Avaii Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.29M	Sell	25,373 -2,166	-8%	-$114K	0.37%	40
2026 Q2	$1.47M	Buy	27,539 +3,485	+14%	+$186K	0.43%	36
2026 Q1	$1.29M	Sell	24,054 -2,827	-11%	-$153K	0.45%	30
2025 Q4	$1.45M	Sell	26,881 -762	-3%	-$41.3K	0.53%	28
2025 Q3	$1.5M	Buy	27,643 +4,943	+22%	+$265K	0.57%	25
2025 Q2	$1.22M	Sell	22,700 -620	-3%	-$32.8K	0.54%	26
2025 Q1	$1.25M	Sell	23,320 -277,530	-92%	-$14.7M	0.67%	23
2024 Q4	$15.7M	Sell	300,850 -34,053	-10%	-$1.81M	7.74%	2
2024 Q3	$18.3M	Buy	+334,903	New	+$18M	9.24%	2

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Avaii Wealth Management's JBND Position: Q3 2026 in Review

Avaii Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 7.9% in Q3 2026, selling an estimated $114K and leaving 25,373 shares worth $1.29M. The position accounts for 0.37% of the portfolio, ranked #40.

Avaii Wealth Management first reported a position in JBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $18.3M in Q3 2024. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Avaii Wealth Management held 25,373 shares of JPMorgan Active Bond ETF worth $1.29M as of Q3 2026.
Avaii Wealth Management sold 2,166 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $114K.
JPMorgan Active Bond ETF made up 0.37% of Avaii Wealth Management's portfolio in Q3 2026, its #40 holding.
Avaii Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 9 quarters since.
Avaii Wealth Management's JPMorgan Active Bond ETF position peaked at $18.3M in Q3 2024.
303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.